Kastle Systems improves sales quoting process with Xpertdoc

Xpertdoc, a Microsoft Gold Partner and leader in customer communications management (CCM) solutions, today announced that leading security system provider, Kastle Systems, will use Xpertdoc’s CCM platform and their Connector for Microsoft Dynamics 365 to streamline and modernize their sales quoting process. Kastle Systems services more than 10,000 commercial real estate, multifamily, enterprise and educational facilities over their 45 years in business.

Kastle Systems used a complex quote generator built in Microsoft Excel that generated a price that required a high margin of manual modification. The company needed to manually re-enter the information from Excel into MS Word proposal documents, which was time-consuming and increased the risk of human error. To resolve this issue, they adopted Xpertdoc’s CCM platform and Connector for Dynamics 365 to automate the creation of pre-approved sales proposals, streamlining internal workflows and reaching customers more efficiently.

With Xpertdoc’s Connector for Dynamics 365, the company can manage all document activity through their CRM platform, hosted on premise and powered by Microsoft. The solution includes integration with Experlogix’s CPQ system, ensuring all quoting information is precise and universally applied.

“The core tenets of Xpertdoc’s CCM platform are agility and simplicity,” said David Squibb, Chief Sales & Marketing Officer at Xpertdoc. “Empowered with Xpertdoc technology, Kastle Systems is removing the bottleneck and tiresome process of manual sales quoting in favor of a dynamic solution that improves customer communication for incoming clients and saves thousands of business hours in the process while promoting business growth.”

To learn more about Xpertdoc’s expansive suite of customer engagement products and solutions, please visit www.xpertdoc.com.

About Xpertdoc

Xpertdoc is a global software company that provides industry-leading document generation and customer communications management (CCM) solutions. The company is a Microsoft Gold Partner and certified ISO/IEC 27001:2013 compliant for information security. Xpertdoc delivers improved client retention and growth by streamlining web and mobile self-service intake as well as document creation and management processes throughout every customer touch point.

About Kastle Systems

Kastle Systems has been leading the security industry for more than 45 years with new technologies and advanced managed security solutions for more than 10,000 commercial real estate, multifamily, enterprise and educational facilities. Named the 2015 Systems Integrator of the Year for outstanding innovation and customer experience by SDM Magazine, the industry’s leading trade publication, Kastle operates and manages security systems for its clients remotely, around-the-clock. Kastle's innovative outsourced security services significantly reduce costs and improve the critically important, 24x7 performance of security systems for owners, developers, managers and tenants. These solutions include the world’s first entirely hands-free mobile access platform, an award-winning video surveillance solution and a patented visitor management system - all designed to make spaces safer, smarter and more convenient. Headquartered in Falls Church, Virginia, Kastle is the largest security company in DC according to the Washington Business Journal. Kastle also has offices in Los Angeles, San Francisco, Houston, Dallas, Chicago, Miami, New York, Philadelphia and Sydney, Australia. To learn more about Kastle's security solutions, visit www.kastle.com, call 1-855-527-8531 and follow Kastle on LinkedIn at https://www.linkedin.com/company/kastle-systems.